Bruce Kusmin
Co-founder at Mariner
Based in Leawood, United States
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Seniority
C-Team
Department
General Business & Management
Location
Leawood
Industry
Financial Services
Company size
2.1K
Contact information
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b•••••••@marinerwealthadvisors.com
Phone
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Background
About Bruce Kusmin
I'm a co-founder of Mariner Wealth Advisors. I specialize in strategic wealth planning and creating innovative solutions for families and business owners. I work with closely held business owners in the areas of long-term and succession planning. I also help families find the right solutions for their philanthropic objectives. I have over 30 years of experience as a financial advisor and I was formerly a senior vice president of investments for A.G. Edwards. During my tenure with A.G. Edwards, I specialized in advising corporate clients and high-net-worth individuals on investment strategies, asset allocations and wealth transfer. I have a bachelor’s degree from Southwest Missouri State University and attended graduate school at the University of Missouri, Kansas City. I have been honored three times as a Five Star Wealth Manager by K.C. Magazine (2007 to 2009). I'm an active member of the local community and I also spend time volunteering outside of the United States. I'm a member of the board of directors of the Global Orphan Project, an organization dedicated to housing and feeding orphaned and abandoned children. I have made several trips with my wife and children to Haiti as an ambassador of the Global Orphan Project. I also served as a board member of several organizations, including: a closely held community bank, the Johnson County Parks and Recreation Foundation, and the Joshua Center, an organization that provides services and support to neurologically impaired children and their families. I'm a former president of the Plaza Kiwanis Club and an accomplished instructor in the areas of investment management and financial planning. On September 14, 2011, I was honored in New York City as one of three finalists in the Global Community Impact category of the Community Leadership Awards, sponsored by The Invest In Others Charitable Foundation. I also participated in the NASDAQ Opening- Bell Ceremony on September 15 that same year.
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